Mellig Group - Wealth Advisors 4+

Mellig Group, LLC

專為 iPad 設計

    • 免費

簡介

Consolidate all your investments in one place, one login for all your accounts. Designed to make your personal finances easier, Mellig Group App gives you secure 24/7 access to all your brokerage accounts, checking accounts, credit cards and others, from your personal device. Integrate, consolidate and stay informed.

新內容

版本 5.14.0

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

App 隱私權

開發者「Mellig Group, LLC」指出 App 的隱私權實務可能包含下方描述的資料處理。如需更多資訊,請參閱開發者的隱私權政策

會與你連結的資料

系統可能會收集以下資料,並將其與你的身分連結:

  • 使用狀況資料

不會與你連結的資料

系統可能會收集以下資料,但不會將其與你的身分連結:

  • 識別碼
  • 診斷

隱私權實務可能因你使用的功能或你的年齡等因素而有所不同。進一步瞭解

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